Chapter 43 Tesla's Ambition
News of Chensheng Technology's establishment of the Wireless Charging Alliance soon spread throughout the industry.
As Te Laidian, which has a market share of more than 40% of China's charging piles, he received an invitation from Chensheng Technology as soon as possible.
But the other party relied on his huge market share and did not take Chensheng Technology seriously, nor did he send company representatives to attend the wireless charging alliance conference.
In other words, as the leader in the charging pile industry, Telaidian has its own ambitions for setting industry standards.
In fact, no matter at home and abroad, every giant with charging piles as its core business is unwilling to give up the power to set standards to others.
This is true for Telai calls, and even more so for Tesla.
......
Yanjing City.
Tesla China Headquarters.
As the head of Tesla's China region, Zhu Xiao has been under great pressure recently.
First of all, among the core parts suppliers of new energy vehicles, a company called Chensheng Technology suddenly emerged, and the company suddenly surpassed all its peers in the field of battery management technology.
You know, in terms of battery management technology, Tesla has always been the world's number one.
But now, the number one name has been taken away by Chensheng Technology, and what is even more infuriating is that Tesla has to buy the other party's battery management system.
Because its competitors are all using Chensheng Technology's battery management system and have already achieved a theoretical range of 1,000 kilometers. If they do not follow up, it means that the range of their new car will be more than 300 kilometers behind others.
A model 3 costs about 300,000 yuan. Compared with BYD, each car is nearly 100,000 yuan on average, but the battery life is only 70% of its.
Even if consumers are blind, they will not buy Tesla.
Not to mention that after using Chensheng Technology's battery management system, the charging speed and service life of the battery have been qualitatively improved.
This means that without using the other party's battery management system, they will not be able to survive in the market.
No matter how unwilling you are, you have to buy it.
The second thing that Zhu Xiao was upset about was related to this Chensheng Technology.
As we all know, in addition to making new energy vehicles, Tesla also has a wide range of layouts in the charging pile industry and has its own charging standards.
It seems that the charging pile business cannot bring much profit to Tesla, and it will also spend a lot of money. However, those who have studied it will find that in cities where Tesla has a large number of charging piles, Tesla's automobile sales are far ahead of its peers.
Although charging piles cannot bring profits, they can provide the most powerful support for their new energy vehicle ecosystem.
This is also the reason why they refuse to join the Wireless Charging Alliance and are unwilling to give up their charging standards.
Of course, there is another reason, that is, they are still unwilling to accept the battery management system.
After all, they are the best company in battery management besides Chensheng Technology.
......
Interior of the conference room.
Seeing that everyone was not talking, Zhu Xiao said in a deep voice: "Everyone has read the documents from the headquarters. What should we do next? Let's talk about it."
"Mr. Zhu,"
As soon as he finished speaking, a middle-aged man said, "We are not sure yet, is this wireless charging technology created by Chensheng Technology really so amazing?"
Zhu Xiao nodded: "You are right in mind, but since Chensheng Technology has gathered these charging pile operators and established a wireless charging alliance, it is obviously not a big thunder and rain. After all, it is meaningless to release smoke bombs, but it will make other operators disgusted."
Everyone nodded.
"So, there is only one biggest possibility, that is, they really have such advanced wireless charging technology!"
"But, just use their technology directly. I heard that they are all authorized to operators for free."
Hearing this, Zhu Xiao was also a little helpless.
He spread his hands: "The headquarters does not agree."
All the people present were all humans. When they heard this, they immediately guessed the headquarter’s thoughts.
"Does our company still want to compete with Chensheng Technology in battery management technology?"
"right!"
Zhu Xiao nodded, "Battery management technology has always been the core technology of our company. Without it, even though our car sales are temporarily the world's number one, it's all the sky loft."
As he said that, Zhu Xiao's face looked ugly.
"Our battery supplier is Panasonic, the battery management system supplier is Chensheng Technology, and the electric drive supplier is Zhongke Precision, let alone those non-core parts. What else do we have in Tesla?"
Hearing this, everyone's vests felt cold.
Yes, without core battery management technology, what else does Tesla have?
New energy vehicle assembly plant?
The question is, Tesla can do this job, why can't other companies do it?
Or, one day a supplier is unhappy and says that it will be cut off the supply and then it will be cut off. What can you do?
Especially now that the international environment is complex, no one can guarantee that the supply cuts will fall on themselves one day.
Not only Chinese companies are afraid of this, but some American companies are also afraid of this.
For example, Chensheng Technology and Zhongke Precision have directly cut off supply to Tesla, and Tesla's sales plummeted in less than three months.
This is the terrible thing about not mastering core technology in your own hands.
The key is that Tesla really has nothing to grasp Chensheng Technology.
Chensheng Technology's current position in the field of battery management systems is like Asml in the field of lithography machines. It is completely confused and there is no one to fight.
In summary, Tesla cannot give up battery management technology, they will only chase it desperately.
In this process, they must not let Chensheng Technology unify the industry standards of charging piles.
Otherwise, even if their battery management technology catches up with Chensheng Technology, they will face the inability to adapt to the ecosystem built by Chensheng Technology and be eliminated by the market.
This is a life-and-death competition.
Tesla cannot lose, nor can it afford to lose.
In fact, what they are most afraid of now is that Chensheng Technology cuts off their supply.
Fortunately, Chensheng Technology seems to be afraid of causing fear to other new energy vehicle manufacturers, so it has never used this trick to cut off the supply stick.
But the existence of Chensheng Technology is always like the sword of Damocles hanging above the heads of new energy vehicle manufacturers, making everyone feel timid.
This fear is even more serious than the chip foundry fears asml.
Because as long as you buy a lithography machine, it will be available for a while, and once the battery management system is out of stock, you can't even think of building a car, or you can only build a second-rate new energy vehicle.
Chapter completed!